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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Pirah Naman who wrote (42315)	5/1/2001 7:33:29 PM
From: Rick	Read Replies (3) \| Respond to of 54805

I heard about someone at the office today who lost 97% of his portfolio. He went from having a portfolio in the mid-6 figure range to the mid-4 figure range in one year. He even showed the interviewer scares his wife gave him when she found out. - Fred PS: I was told about this because the interviewer did not own stock herself and thought the story much too far-fetched. I explained it wasn't at all depending on his investment strategy.

To: Pirah Naman who wrote (42315)	5/1/2001 8:25:15 PM
From: Seeker of Truth	Read Replies (2) \| Respond to of 54805

In a general way the order makes sense and doesn't disclose misspricing. Stocks which either have or are expected to have very high profit margins because of their monopolistic product, such as QCOM,RMBS and GMST have a very high P/S ratio. Stocks facing or expected to face hot competition sell for lower P/S ratios. A person who is very smart should be able to conclude something further from your data. I'm amazed at the revival of communication equipment stocks such as JDSU,PMCS,AMCC and JNPR. I just finished memorizing that the telcos are broke and can't afford much capex for the next few years.:-) In principle they should be selling at the bottom , like CISCO.